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UVV vs. MO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UVV and MO is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

UVV vs. MO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Universal Corporation (UVV) and Altria Group, Inc. (MO). The values are adjusted to include any dividend payments, if applicable.

1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%JulyAugustSeptemberOctoberNovemberDecember
1,657.04%
5,163.98%
UVV
MO

Key characteristics

Sharpe Ratio

UVV:

-0.36

MO:

2.38

Sortino Ratio

UVV:

-0.31

MO:

3.53

Omega Ratio

UVV:

0.96

MO:

1.46

Calmar Ratio

UVV:

-0.32

MO:

2.26

Martin Ratio

UVV:

-0.47

MO:

12.80

Ulcer Index

UVV:

20.09%

MO:

3.31%

Daily Std Dev

UVV:

26.53%

MO:

17.80%

Max Drawdown

UVV:

-69.75%

MO:

-82.48%

Current Drawdown

UVV:

-13.72%

MO:

-6.75%

Fundamentals

Market Cap

UVV:

$1.36B

MO:

$91.74B

EPS

UVV:

$4.87

MO:

$5.92

PE Ratio

UVV:

11.27

MO:

9.14

PEG Ratio

UVV:

0.00

MO:

3.79

Total Revenue (TTM)

UVV:

$2.19B

MO:

$20.36B

Gross Profit (TTM)

UVV:

$411.53M

MO:

$14.22B

EBITDA (TTM)

UVV:

$231.44M

MO:

$13.08B

Returns By Period

In the year-to-date period, UVV achieves a -13.72% return, which is significantly lower than MO's 42.16% return. Over the past 10 years, UVV has outperformed MO with an annualized return of 8.22%, while MO has yielded a comparatively lower 7.09% annualized return.


UVV

YTD

-13.72%

1M

-1.89%

6M

18.09%

1Y

-10.80%

5Y*

5.98%

10Y*

8.22%

MO

YTD

42.16%

1M

-3.82%

6M

20.02%

1Y

42.27%

5Y*

9.61%

10Y*

7.09%

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Risk-Adjusted Performance

UVV vs. MO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Universal Corporation (UVV) and Altria Group, Inc. (MO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for UVV, currently valued at -0.36, compared to the broader market-4.00-2.000.002.00-0.362.38
The chart of Sortino ratio for UVV, currently valued at -0.31, compared to the broader market-4.00-2.000.002.004.00-0.313.53
The chart of Omega ratio for UVV, currently valued at 0.96, compared to the broader market0.501.001.502.000.961.46
The chart of Calmar ratio for UVV, currently valued at -0.32, compared to the broader market0.002.004.006.00-0.322.26
The chart of Martin ratio for UVV, currently valued at -0.47, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.4712.80
UVV
MO

The current UVV Sharpe Ratio is -0.36, which is lower than the MO Sharpe Ratio of 2.38. The chart below compares the historical Sharpe Ratios of UVV and MO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
-0.36
2.38
UVV
MO

Dividends

UVV vs. MO - Dividend Comparison

UVV's dividend yield for the trailing twelve months is around 5.89%, more than MO's 5.53% yield.


TTM20232022202120202019201820172016201520142013
UVV
Universal Corporation
5.89%4.72%5.95%5.64%6.30%5.29%4.80%4.11%3.33%3.71%4.64%3.66%
MO
Altria Group, Inc.
5.53%9.52%8.05%7.43%8.29%6.57%6.07%3.56%3.48%3.73%4.06%4.79%

Drawdowns

UVV vs. MO - Drawdown Comparison

The maximum UVV drawdown since its inception was -69.75%, smaller than the maximum MO drawdown of -82.48%. Use the drawdown chart below to compare losses from any high point for UVV and MO. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-13.72%
-6.75%
UVV
MO

Volatility

UVV vs. MO - Volatility Comparison

Universal Corporation (UVV) has a higher volatility of 6.23% compared to Altria Group, Inc. (MO) at 4.83%. This indicates that UVV's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
6.23%
4.83%
UVV
MO

Financials

UVV vs. MO - Financials Comparison

This section allows you to compare key financial metrics between Universal Corporation and Altria Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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